+4,495.9%
SMCI vs EXR
+1,448.3%
+3,047.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +9.7% | -0.7% | +10.4% | +10.0% |
| 30D | +29.3% | -6.9% | +36.3% | +33.3% |
| 3M | -8.5% | -3.0% | -5.5% | -8.2% |
| 6M | +28.6% | -2.9% | +31.5% | +30.1% |
| YTD | +37.5% | +9.3% | +28.3% | +32.4% |
| 1Y | +0.5% | -0.9% | +1.5% | +0.5% |
| 3Y | +43.4% | +24.7% | +18.7% | +28.3% |
| 5Y | +1,008.2% | -11.7% | +1,019.9% | +1,010.9% |
| 10Y | +1,776.0% | +148.4% | +1,627.7% | +1,045.8% |
| All | +4,495.9% | +1,448.3% | +3,047.5% | +990.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling